Will anyone pay me $10k in AUM fees during a market crisis?

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April 19, 2020

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Financial advisors who are wondering if it is possible to close any new clients and gain new AUM during a market crisis should listen to this podcast.

Any questions? Send 'em in!

Transparent Advisor Movement

The Transparent Advisor Movement

The Transparent Advisor Movement’s mission is to further the ideals of: Honesty

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Scott Salaske, John Robinson, and Robert Wright debate the merits of the CFP designation.

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September 12, 2022

In this debate we discuss whether direct indexing is worth it or not.

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A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

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August 15, 2022

Follow these tips to avoid terrible financial advisors jobs that you will hate!

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Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

I’ve come to rescue you from the terrible financial advisor jobs pitched

July 18, 2022

In this blog, we talk about a day in the life of a financial advisor and provide case studies of some good financial advisors and how they spend their time.

Practice Management

What does a financial advisor do? (day in the life of a financial advisor)

This isn’t some made up crap because I want to sell on

July 8, 2022

Will anyone pay me $10k in AUM fees during a market crisis?

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

Any questions? Send 'em in!

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The Transparent Advisor Movement

Should you cancel your CFP designation? (heated debate!)

A rowdy debate on if direct indexing is worth it or not. Should you be doing this for clients?

Avoid these terrible financial advisor jobs and get one that rocks! (using these tactics)

What does a financial advisor do? (day in the life of a financial advisor)

Are you sick of the BS yet?

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